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Complimentary Seminar: Should you stay or should you go? Options for your retirement savings plan

Saving & Investing
Complimentary Seminar: Should you stay or should you go? Options for your retirement savings plan

You may change employers, but what about your retirement savings plan?

Do you understand your retirement plan rollover options? Our knowledgeable and experienced CFS* financial advisor, David Weis will help you understand your options and what course of action you should take when you decide to cash out, stay in or rollover.

When & Where

We’re holding seminars at all four of our public branches. Pick one of the four dates that’s most convenient for you.

  • Florissant Branch: Thursday, Nov. 7 @ 6:30 p.m.

David will present on and answer questions about:

  • Staying in your current plan
  • Rolling over to your new employer’s plan
  • Considering Roth IRAs or traditional IRAs
  • Tax penalties involved with cashing out your current plan

Reserve your spot today!

To register, please contact Jenny Remes no later than the day before the seminar of your choice by email or at 314.919.1006. Please indicate which seminar you want to attend. Feel free to invite others who could benefit from this seminar; non-members are welcome. Space is limited. There is no cost to attend. Light refreshments will be served.

See where you stand

Use our calculator** to see how much your current 401(k) plan may accumulate before you reach retirement age. Fill out the form on the page and share your results with David so he can help you create a retirement income plan when you’re able to meet privately.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

**The results and findings presented by this calculator may vary due to use input and assumptions. A CFS financial advisor may be able to discuss your results in greater detail and give a more in-depth financial analysis.